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Procore

Designate an Insurance Manager for Your Procore Company

Objective

To designate a person as the insurance manager for your company's Procore account. 

Background

In Procore, an insurance manager is an internal employee (or multiple employees) at your company who will serve as your organization's primary point of contact(s) for ensuring that the insurance policies for your vendors (e.g., contractors, subcontractors, and other vendors) are in compliance with requirements and that their policy and certificate information is kept up-to-date in Procore. Insurance information for your vendors can be added and maintained in Procore's Company and Project level Directory tools. The responsibilities of an insurance manager include:

  • Adding insurance polices for your vendors to the Directory tool.
  • Receiving automated email notifications from Procore about expiring insurance policies for your vendors. 
  • Updating insurance policies as information changes.
  • Removing insurance information for your vendors when the information is no longer relevant.

Things to Consider

  • Required User Permissions:
    • To designate an Insurance Manager, you must have 'Admin' level permissions on the Company level Directory tool.
    • To be designated as an Insurance Manager for a project in your company account, the user must be granted 'Admin' level permission on the Project level Directory tool. 
  • Additional Information:
    • There is no limit on the number of people who can be designated as an insurance manager.
    • An insurance manager is typically an employee of your company.
      • If the manager has 'Admin' permissions on the Company Directory, he or she is responsible for managing the insurance records for ALL of the companies (e.g., subcontractors, vendors, suppliers, and so on) in your Company level Directory tool. 
      • If the manager has 'Admin' permissions on the Project Directory, he or she is are responsible for managing the insurance records for ALL of the companies (e.g., subcontractors, vendors, suppliers, and so on) in your Project level Directory tool. 
    • If you want your Insurance Manager to be alerted by an automated email notification when an insurance certificate is close to its expiration date, see Insurance Notification Emails

Demo

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Steps

  1. Navigate to the company's Directory tool. 
    This reveals the Company Directory page.
  2. Click the Users tab.
  3. Choose from these options:
  4. Scroll down and mark the Is an Insurance Manager of [company]? checkbox.
  5. Scroll to Current Project Settings.
  6. For each desired project, verify that the Current Permission Template assigned to the user has 'Admin' level permission on the Project level Directory tool. See Manage Permission Templates.
  7. Click Save
    This designates the person as the Insurance Manager for the desired projects in your company's Procore account.
    Note: This person's name will now appear in the 'Insurance Notification Emails' list in the Company level Admin tool.

See Also